Dugan & Lopatka Financial Services, LLC

Dugan & Lopatka Financial Services, LLC, a Registered Investment Advisor in the Linsco/Private Ledger Network, is committed to achieving client satisfaction through the delivery of quality, value-added wealth management services and by listening to our clients. In simplest terms, D&L Financial Services helps our clients articulate and then achieve their financial goals. While usually stated in terms of personal financial accomplishments (reducing debt, achieving financial independence, implementing family or charitable generosity, optimizing investment opportunities, etc.), the fundamental goal is always to enhance the quality of our clients' lives... the satisfaction, peace of mind, even freedom, that clients enjoy as a result of these accomplishments.

Dugan & Lopatka Financial Services grew out of client requests for financial planning and investment advice. Our clients wanted their personal financial planning needs to be integrated and coordinated in one place. To answer that demand, we have assembled a team of specialists with expertise in the areas of retirement planning, education funding, charitable giving, debt management, estate & trusts, financial planning, investments, retirement & elder care planning, and insurance in order to help you achieve your long term goals.

To learn more, visit our web site for Dugan & Lopatka Financial Services, LLC